| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PAX Financial Group PAX Financial Group LLC | 1,823 | $236,855.62 | $303,657.11 | $66,801.49 | 28.2% |
| YA Yinka Akinsola Blue Trust Inc. | 10,192 | $1.57M | $1.67M | $98,078.24 | 6.24% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 2,350 | $339,638.54 | $391,886 | $52,247.46 | 15.38% |
Jeff Ameen Spire Wealth Management | 2,104 | $362,233.36 | $344,950.8 | -$17,282.56 | -4.77% |
Michelle Dubey Yousif Capital Management LLC | 62,042 | $6.7M | $10.17M | $3.47M | 51.76% |
Daren Blonski Fermata Advisors LLC | 1,409 | $220,423.96 | $234,302.61 | $13,878.65 | 6.3% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,147 | $497,585.51 | $690,516.97 | $192,931.46 | 38.77% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 22,338 | $3.82M | $3.67M | -$147,233.56 | -3.86% |
Kyle P. Smith NewEdge Wealth LLC | 3,300 | $540,218.86 | $541,843.5 | $1,624.64 | 0.3% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 5,724 | $986,073.48 | $954,162.18 | -$31,911.3 | -3.24% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,273 | $1.11M | $1.03M | -$78,183.09 | -7.05% |
Joseph Castro Nuveen LLC | 896,066 | $153.44M | $146.9M | -$6.54M | -4.26% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,787 | $330,094.64 | $297,660.59 | -$32,434.05 | -9.83% |
Kimberly Cappellano Private Wealth Asset Management LLC | 78 | $12,057.07 | $12,760.02 | $702.95 | 5.83% |
Sima Elimelech Activest Wealth Management | 7 | $1,293.04 | $1,147.58 | -$145.46 | -11.25% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,632 | $531,783.83 | $605,109.36 | $73,325.53 | 13.79% |
Brian Baylis Bell Investment Advisors Inc. | 67 | $7,675.56 | $10,984.65 | $3,309.09 | 43.11% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 9,425 | $1.58M | $1.58M | -$4,336.94 | -0.27% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 189,776 | $22.93M | $31.11M | $8.19M | 35.72% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $172.27 | $163.94 | -$8.33 | -4.84% |